Client Relationship Consultant 3 (Banker) - Gallatin Pike, TN

U.S. Bancorp
Nashville
Workplace: OnsiteFull timeUSD 23.75 - 29.03Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive outreach","Relationship-building","Communication"]

Build trusted relationships with retail banking customers by engaging in-person, by appointment, and virtually to understand needs and recommend deposit and loan solutions. Provide a consistent client experience through proactive outreach, greeting, and processing transactions. Open new consumer and business accounts, complete service requests, submit credit applications, and educate customers on digital and self-service tools while collaborating with branch teams for operational excellence and accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant 3 (Banker) - Gallatin Pike, TN

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Build trusted relationships with retail banking customers by engaging in-person, by appointment, and virtually to understand needs and recommend deposit and loan solutions. Provide a consistent client experience through proactive outreach, greeting, and processing transactions. Open new consumer and business accounts, complete service requests, submit credit applications, and educate customers on digital and self-service tools while collaborating with branch teams for operational excellence and accuracy.
Location: Nashville
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach, follow up, and learning customers’ financial needs and channel preferences.
  • •Educate clients on available deposit and loan products and services, and recommend solutions aligned to each customer’s goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and self-service offerings.
  • •Provide client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications.
  • •Proactively educate clients on emerging digital and self-service technologies and partner with branch teams to serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 23.75 - 29.03
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4–5 years of job-related retail banking experience, or a combination of experience and commensurate training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems, and knowledge of retail products and services.
  • •Proven customer service and interpersonal skills, including experience participating in sales campaigns/promotions and demonstrating digital products/self-service technologies.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachRelationship-buildingCommunication
Certifications:NMLS registration

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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